Civic Intelligence

Baldor District Managers Association Inc

990EZ • Fiscal year 2020 • EIN 58-1504291

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileN/A
12850 Florence AveSanta Fe Springs, CA 90607

(323) 490-1213

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.03x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.06x

Higher debt load relative to revenue than 67% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

94th percentile

50%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

83rd percentile

36%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

745%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$91,092

Up $24,169 (+36%) from 2019

Net Assets

Up

$88,367

Up $22,669 (+35%) from 2019

Liabilities

Up

$2,725

Up $1,500 (+122%) from 2019

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin94th percentile

Revenue

Up

$45,318

Up $39,952 (+745%) from 2019

Expenses

Down

$22,648

Down $32,267 (-59%) from 2019

Net Income

Up

$22,670

Up $72,219 (+146%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $42,612Liabilities 2012: $0Net Assets 2012: $42,6122012Assets 2013: $44,135Liabilities 2013: $0Net Assets 2013: $44,1352013Assets 2014: $41,024Liabilities 2014: $0Net Assets 2014: $41,0242014Assets 2015: $48,754Liabilities 2015: $0Net Assets 2015: $48,7542015Assets 2016: $51,874Liabilities 2016: $0Net Assets 2016: $51,8742016Assets 2017: $117,592Liabilities 2017: $0Net Assets 2017: $117,5922017Assets 2018: $115,247Liabilities 2018: $0Net Assets 2018: $115,2472018Assets 2019: $66,923Liabilities 2019: $1,225Net Assets 2019: $65,6982019Assets 2020: $91,092Liabilities 2020: $2,725Net Assets 2020: $88,3672020Assets 2021: $56,435Liabilities 2021: $0Net Assets 2021: $56,4352021Assets 2022: $106,361Liabilities 2022: $0Net Assets 2022: $106,3612022

Highlighted filing

2020

Assets$91,092
Liabilities$2,725
Net Assets$88,367
Open 2020 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $72,037Expenses 2012: $76,817Net Income 2012: -$4,7802012Revenue 2013: $56,910Expenses 2013: $55,387Net Income 2013: $1,5232013Revenue 2014: $61,878Expenses 2014: $64,992Net Income 2014: -$3,1142014Revenue 2015: $70,678Expenses 2015: $62,947Net Income 2015: $7,7312015Revenue 2016: $132,253Expenses 2016: $129,132Net Income 2016: $3,1212016Revenue 2017: $120,509Expenses 2017: $93,128Net Income 2017: $27,3812017Revenue 2018: $94,742Expenses 2018: $97,087Net Income 2018: -$2,3452018Revenue 2019: $5,366Expenses 2019: $54,915Net Income 2019: -$49,5492019Revenue 2020: $45,318Expenses 2020: $22,648Net Income 2020: $22,6702020Revenue 2021: $16,706Expenses 2021: $48,638Net Income 2021: -$31,9322021Revenue 2022: $69,577Expenses 2022: $19,651Net Income 2022: $49,9262022

Highlighted filing

2020

Revenue$45,318
Expenses$22,648
Net Income$22,670
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$45,318
Mission and Program Overview

Mission

This organization provides an annual meeting held as a forum for the district managers of baldor electric company to discuss business ethics, customer relationships, communications, policies, and other areas of interest to the members.

Program Services

DescriptionGrantsExpenses
AN ANNUAL MEETING IS HELD FOR THE DISTRICT MANAGERS OF BALDOR ELECTRIC COMPANY TO DISCUSS IDEAS RELATED TO BUSINESS ETHICS, CUSTOMER RELATIONSHIPS AND OTHER MATTERS.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAYNE MCGAUGHYPresident-$0--
JOHN PARKERVice Preside-$0--
BILL COLTONTreasurer-$0--
LAITH HODI2nd Vice Pre-$0--
MIKE MITCHELL1st Director-$0--
SCOTT KINOWSKISecretary-$0--
JIM COOKE2nd Director-$0--
JIM ROHDER3rd Director-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Baldor District Managers Assn
EIN
58-1504291
Address
12850 FLORENCE AVE, SANTA FE SPRINGS, CA 90607

Signing Officer

Name
Bill Colton
Title
Treasurer
Phone
3234901213
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Ronald Blue & Co Cpas and Conslts Llp
Address
1551 N TUSTIN AVE STE 1000, SANTA ANA, CA 92705
Preparer
David W Park CPA
Phone
7145430500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: athens tech foundation, inc. Cash contribution: 10,000”

Form 990-ez, Part I, Line 16

“Expenses licenses / fees 113 awards 1,035 total 1,148”

Form 990-ez, Part II, Line 24

“Deposit-in-transit 0 681 total 0 681”

Form 990-ez, Part II, Line 26

“1,225 2,725”

Form 990-ez, Part III

“This organization provides an annual meeting held as a forum for the district managers of baldor electric company to discuss business ethics, customer relationships, communications, policies, and other areas of interest to the members.”

Raw XML Appendix135 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0SHAYNE MCGAUGHY
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOHN PARKER
CompensationExplanation/CompensationExplanationGrp/PersonNm2BILL COLTON
CompensationExplanation/CompensationExplanationGrp/PersonNm3LAITH HODI
CompensationExplanation/CompensationExplanationGrp/PersonNm4MIKE MITCHELL
CompensationExplanation/CompensationExplanationGrp/PersonNm5SCOTT KINOWSKI
CompensationExplanation/CompensationExplanationGrp/PersonNm6JIM COOKE
CompensationExplanation/CompensationExplanationGrp/PersonNm7JIM ROHDER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BILL COLTON
IRS990EZ/BooksInCareOfDetail/PhoneNum03234901213
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012850 FLORENCE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA FE SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090670
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt066922
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090411
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022670
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066922
IRS990EZ/Form990TotalAssetsGrp/EOYAmt091092
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020000
IRS990EZ/GrossReceiptsAmt045318
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01347
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt043971
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065697
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAYNE MCGAUGHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILL COLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAITH HODI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIKE MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SCOTT KINOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JIM COOKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JIM ROHDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt41ST DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt62ND DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt73RD DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0681
IRS990EZ/OtherExpensesTotalAmt01148
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THIS ORGANIZATION PROVIDES AN ANNUAL MEETING HELD AS A FORUM FOR THE DISTRICT MANAGERS OF BALDOR ELECTRIC COMPANY TO DISCUSS BUSINESS ETHICS, CUSTOMER RELATIONSHIPS, COMMUNICATIONS, POLICIES, AND OTHER AREAS OF INTEREST TO THE MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AN ANNUAL MEETING IS HELD FOR THE DISTRICT MANAGERS OF BALDOR ELECTRIC COMPANY TO DISCUSS IDEAS RELATED TO BUSINESS ETHICS, CUSTOMER RELATIONSHIPS AND OTHER MATTERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01225
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02725
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022648
IRS990EZ/TotalRevenueAmt045318
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt043971
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: ATHENS TECH FOUNDATION, INC. CASH CONTRIBUTION: 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES LICENSES / FEES 113 AWARDS 1,035 TOTAL 1,148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEPOSIT-IN-TRANSIT 0 681 TOTAL 0 681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31,225 2,725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS ORGANIZATION PROVIDES AN ANNUAL MEETING HELD AS A FORUM FOR THE DISTRICT MANAGERS OF BALDOR ELECTRIC COMPANY TO DISCUSS BUSINESS ETHICS, CUSTOMER RELATIONSHIPS, COMMUNICATIONS, POLICIES, AND OTHER AREAS OF INTEREST TO THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL COLTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03234901213
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALDOR DISTRICT MANAGERS ASSN
ReturnHeader/Filer/BusinessNameControlTxt0BALD
ReturnHeader/Filer/EIN0581504291
ReturnHeader/Filer/USAddress/AddressLine1Txt012850 FLORENCE AVE
ReturnHeader/Filer/USAddress/CityNm0SANTA FE SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464148474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RONALD BLUE & CO CPAS AND CONSLTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01551 N TUSTIN AVE STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092705
ReturnHeader/PreparerPersonGrp/PhoneNum07145430500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W PARK CPA
ReturnHeader/ReturnTs02021-11-15T11:13:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLTON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,092
Liabilities
$2,725
Net assets
$88,367
Revenue
$45,318
Expenses
$22,648
Net income
$22,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.70$0.20$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.17$0.49$0.32
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.03$0.88$0.45$0.23$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.01$0.66$0.05$0.55$0.50
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.95$0.97$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$1.21$0.93$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.32$1.29$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.71$0.63$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.62$0.65$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.57$0.55$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.72$0.77$0.05